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Great Lakes Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Great Lakes Advisors’s Portfolio EFAV Stock Details EFAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-4,180
Closed -$305K – 719
2021
Q1 		$305K Hold
4,180
– – ﹤0.01% 581
2020
Q4 		$307K Sell
4,180
-1,968
-32% -$139K 0.01% 544
2020
Q3 		$419K Hold
6,148
– – 0.01% 458
2020
Q2 		$406K Hold
6,148
– – 0.01% 453
2020
Q1 		$381K Buy
+6,148
New +$432K 0.01% 451

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Great Lakes Advisors's EFAV Position: Q2 2021 in Review

Great Lakes Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2021, closing a stake of 4,180 shares — an estimated $305K sold.

Great Lakes Advisors first reported a position in EFAV in Q1 2020 and held it in 5 quarters. The position peaked at $419K in Q3 2020. 531 funds tracked by Wall St. Rank hold EFAV as of Q2 2021.

  • Great Lakes Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2021 after selling out during the quarter.
  • Great Lakes Advisors sold 4,180 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2021, an estimated $305K.
  • Great Lakes Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2020 and held it in 5 quarters.
  • Great Lakes Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $419K in Q3 2020.
  • 531 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2021.

Based on Great Lakes Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.